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Your Career As A Certified Financial Planner Becoming A Certified Financial Planner Professional

Your Career As A Certified Financial Planner

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Page 1: Your Career As A Certified Financial Planner

Your Career As A Certified Financial

Planner

• Becoming A Certified Financial Planner Professional

Page 2: Your Career As A Certified Financial Planner

If you are aiming for a strong and solid financial planning career then getting certified is the key to that. I’m pretty sure you’ve heard the saying “anyone can be a financial planner but not everyone is a Certified Financial Planner” because there is so much truth to that.

Page 3: Your Career As A Certified Financial Planner

Certified Financial Planner Certification is the designation awarded to those professionals who were able to complete the formal CFP course program and successfully passed the FP Certification Exam. The CFP certification is a post graduate certification earned by those professionals who wants to establish bigger names in the industry that they are in to.

Page 4: Your Career As A Certified Financial Planner

Aside from that this is also earned by individuals who aim to further their financial planning careers, strengthen their careers, apply for a higher or different job position and most of all to earn higher salary compensation.

Page 5: Your Career As A Certified Financial Planner

And also this is earned by those who want to broaden their scope of learning and expertise and at the same time boost up their skills in all fields of financial services.

And to top it all this earned in order for one to keep up with the standards of the financial services industry.

Page 6: Your Career As A Certified Financial Planner

In becoming a CFP you will be able to set forth a more successful financial planning career. With this strong credential you will be able to set a good impression to your pote ntial clients and employers because this would imply to them that you were able to earn a high level of competency, professionalism and ethical morals that are all important

Page 7: Your Career As A Certified Financial Planner

in order for you to practice an independent career in the financial planning sector and at the same time as a member of the financial services industry. Therefore, this credential is the key to a better and stronger career in such a highly competitive industry.

Page 8: Your Career As A Certified Financial Planner

For one to become a Certified Financial Planner it is very important that you successfully pass the CFP Certification Examination.

Page 9: Your Career As A Certified Financial Planner

This is said to be the most challenging exam in the financial services industry that is why passing this can really help in the betterment o your career. However, for you to qualify on taking the said exam you must first complete all the requirements set by the CFP Boards.

Page 10: Your Career As A Certified Financial Planner

So let me discuss to you the needed requirements. You must meet the educational qualification that will require you to have a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. Aside from that you also have to complete the formal CFP course program wherein are required to take special course subjects that are vital in financial services.

Page 11: Your Career As A Certified Financial Planner

Another requirement that you must comply with is the three years working experience as financial planner, assistant financial planner or any career related in the financial services industry.

After completing the educational and work requirements you must then submit to a full background check and lastly must adhere to the Code of Ethics set by the CFP Boards.

Page 12: Your Career As A Certified Financial Planner

Know about the Certified Financial Planner and how can becoming one can change your financial planning career. To understand more about the Certified Financial Planner career you can go to and learn more about the CFP certification.